MCM

Monument Capital Management Portfolio holdings

AUM $400M
1-Year Est. Return 28.28%
This Quarter Est. Return
1 Year Est. Return
+28.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.68M
3
+$1.33M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.06M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$410K

Top Sells

1
+$1.09M
2
+$57K
3
+$57K
4
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$56K
5
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$56K

Sector Composition

1 Financials 14.31%
2 Industrials 14.15%
3 Technology 9.14%
4 Healthcare 8.03%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$52K 0.03%
1,016
+210
127
$51K 0.03%
+3,000
128
$49K 0.03%
219
+200
129
$49K 0.03%
400
130
$48K 0.03%
+550
131
$46K 0.03%
+810
132
$44K 0.02%
+1,001
133
$44K 0.02%
471
-1
134
$44K 0.02%
+250
135
$41K 0.02%
315
+127
136
$40K 0.02%
706
137
$37K 0.02%
+350
138
$36K 0.02%
470
+432
139
$35K 0.02%
+500
140
$33K 0.02%
471
-1
141
$30K 0.02%
700
+350
142
$29K 0.02%
+612
143
$29K 0.02%
+500
144
$28K 0.02%
+1,600
145
$28K 0.02%
+962
146
$27K 0.02%
232
147
$27K 0.02%
+1,252
148
$27K 0.02%
440
+280
149
$27K 0.02%
+500
150
$27K 0.02%
852
4 5
6
7 8